Retirement plan

DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, PC RETIREMENT PLAN

Name: DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, P.C. - DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, PC RETIREMENT PLAN (2025) Form 5500
Creator: DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, PC RETIREMENT PLAN, DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, P.C.

DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, P.C.EIN 22-3163246Plan #002PY 2025

201 WEST PASSAIC STREET, SUITE 405 - ROCHELLE PARK, NJ 07662201-843-0444LinkedIn1-10 employeesaccounting

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.9M

+18.9% from 2024

Total participants

0.0% from 2024

Average account balance

$696,532

-15.1% from 2024

Annual return

15.01%

-1.57 pp from 2024

Benchmarks

See 26,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort26,581 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$697K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

77.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$696,532

$196,972+253.6%

$182,262+282.2%

$198,609+250.7%

Participation rate

77.8%

85.7%-7.9pp

84.2%-6.4pp

82.4%-4.6pp

Annual return

15.01%

158.27%-143.3pp

140.60%-125.6pp

202.70%-187.7pp

Employer contribution / active EE

$6,660

$5,364+24.2%

$5,046+32.0%

$5,055+31.7%

Participant deferral / active EE

$10,911

$8,643+26.2%

$8,276+31.8%

$6,977+56.4%

Admin fee / account holder

$18,429-100.0%

$16,712-100.0%

$19,030-100.0%

DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, PC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

DAVID A. GERSON CERTIFIED PUBLIC ACCOUNTANT & ASSOCIATES, PC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion